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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-01 |
Branch Locations
Cohw Osj - Bethel Road 1600 Bethel Road, Columbus, OH 43220 • United States
Home Office Ops Osj - 41 South High 41 South High Street, 4Th Floor, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 01/2010 | 10/2020 |
| The Huntington Investment Company | Columbus | OH | 09/2021 | Present |
| Extended Travel | Avon Lake | OH | 10/2020 | 09/2021 |
BROADVIEW MEWS CONDO ASSOCIATION POSITION: Secretary/Board Member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2022 ADDRESS: The Twenty Seven Group, 6059 Frantz Rd, Dublin OH 43017, United States DESCRIPTION: Condo association for my place of residence
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-15 |
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